Greenfield Research 401(k) match, vesting and fees
What Greenfield Research's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 58,980 defined-contribution plans in manufacturing with fewer than 100 participants.
| Greenfield Research: employer contribution per participant | $562 | |
| Peer median | $1,774 |
| Greenfield Research: average balance | $36,794 | |
| Peer median | $61,061 |
| Greenfield Research: admin expenses ÷ assets | 0.91% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $2.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 97 | $2.8M | $43K | $562 | 0.91% | Not published | 5500-SF ↗ |
| 2023 | 112 | $2.6M | $45K | $480 | 1.16% | Not published | Form 5500 ↗ |
| 2022 | 119 | $2.9M | $46K | $455 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 127 | $3.2M | $43K | $384 | 0.77% | Not published | Form 5500 ↗ |
Common questions
Does Greenfield Research match 401(k) contributions?
The match terms for the Greenfield Research, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $43K in employer contributions, about $562 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Greenfield Research 401(k) match vested?
The vesting schedule for the Greenfield Research, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greenfield Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Newport Group, Inc.. The plan administrator is Greenfield Research, Inc..
I left Greenfield Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greenfield Research, Inc., (937) 981-7763) or the recordkeeper, Newport Group, Inc.. The Greenfield Research old 401(k) page lists the contacts from every plan filing. Find an old Greenfield Research 401(k)
Data from the public Form 5500 annual reports Greenfield Research filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Greenfield Research. Not financial advice. Report a correction · Methodology